Archive - Net Interest

Net Interest 2025 Year in Review

AI and all the rest

Dec 26, 2025 • Marc Rubinstein

Banker Wonderland

Warner Bros. and the Economics of M&A Advice

Dec 19, 2025 • Marc Rubinstein

Stockpicker’s Paradise

Why dispersion is back in financials – and what it means for 2026

Dec 12, 2025 • Marc Rubinstein

Prediction Markets Grow Up

From Legal Battles to Liquidity Wars: The Evolution of Prediction Platforms

Dec 5, 2025 • Marc Rubinstein

November 2025

The Future of Frictionless Commerce

Nov 28, 2025 • Marc Rubinstein

Inside the Affordability Crisis

The Mortgage Infrastructure Underpinning American Housing

Nov 21, 2025 • Marc Rubinstein

Bubble Trouble 2

GPUs: The Newest Asset Class

Nov 14, 2025 • Marc Rubinstein

Window on America

Inside Bank of America’s investor day – and what it says about the US economy

Nov 7, 2025 • Marc Rubinstein

October 2025

AI, Capex and the Anatomy of a Bubble

Oct 31, 2025 • Marc Rubinstein

October Throwbacks

When Shadow Banking Meets Systemic Risk: Lessons from 1907

Oct 24, 2025 • Marc Rubinstein

Jefferies Jeopardy

The Quest to Become the Fifth Biggest Bank on Wall Street

Oct 17, 2025 • Marc Rubinstein

Community First

America loves its small banks. But in an age of technological change, can they survive?

Oct 10, 2025 • Marc Rubinstein

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